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Technology Stocks : Network Associates (NET) -- Ignore unavailable to you. Want to Upgrade?

To: Martin A. Haas, Jr. who wrote (3451)	10/28/1998 8:16:00 PM
From: Edwarda	Read Replies (3) \| Respond to of 6021

Greetings! Martin, you should be comforted by Larson's repeating (and repeating and repeating and repeating and...) on the earnings conference call that the acquisition binge is over, that the company now has its portfolio filled out. In the interest of full disclosure, I like the stock. That having been said, when Larson yaks on about the integration of the product suites, I cannot stop laughing. NO DAMN WAY THAT THEY COULD BE INTEGRATED. As with all stocks in this arena, I hear ticking. And Larson gives me the creeps (snake oil salesman). But the stock over the next six months could be a high-class winner if the company can execute, which is the outcome for which we are all are crossing our fingers and praying.

To: Martin A. Haas, Jr. who wrote (3451)	10/29/1998 8:37:00 AM
From: chirodoc	Respond to of 6021

problem with amat is they are in chips chips are still in a slump because they are dependent on a booming economy especially in asia it is a great company but you can lose a lot of time and money being too early internet is here now at some point neta could blow up with lousy earnings due to acquisitions that are too dilutive that is when it will drop and i will add long term i think that some company will proseper with a suite of security products--right now neta is out in front by a long way curtis